Client Relationship Manager
vor 2 Wochen
At Mevelin AG, the Asset Management Company based in Zug, Switzerland, we are seeking an experienced Client Advisor (m/f/d) to support our clients in achieving their financial goals.
The company offers tailored, data-driven investment strategies focused on wealth preservation, growth, and personalized portfolio construction. To excel in this role, you will need to build strong relationships with clients, understand their financial needs, and recommend suitable investment strategies.
Key Responsibilities- Client Relationship Management: Build and maintain long-term relationships with clients, understanding their financial needs and recommending suitable investment strategies.
- Financial Product Knowledge: Serve as the primary point of contact for clients, providing guidance on the firm's investment products and services, as well as updates on portfolio performance.
- Identifying Opportunities: Identify opportunities for cross-selling additional products and services that support client objectives, focusing on increasing Assets Under Management (AUM).
- Client Reviews: Conduct regular client reviews to discuss portfolio performance, market developments, and changes in financial needs.
- Collaboration: Collaborate closely with the portfolio management and research teams to ensure that client portfolios are aligned with the company's model-based, data-driven approach.
- Market Knowledge: Stay informed about market trends and regulatory changes to provide clients with relevant information and insights.
To succeed in this challenging position, you will need to have a proven track record in client relationship management, ideally within asset management, wealth management, or private banking. Strong client-focused skills, excellent communication skills, and fluency in German and English are essential.
-
Derivatives Relationship Manager
vor 4 Wochen
Zug, Zug, Schweiz SEBA Bank VollzeitDerivatives Relationship ManagerWe are seeking a highly skilled Derivatives Relationship Manager to join our team in Zug. As a key player in our Sales and Business Development team, you will be responsible for expanding our crypto derivatives business by acquiring clients, developing existing clients, and being a subject matter expert on derivatives.Key...
-
Financial Relationship Specialist
vor 1 Monat
Zug, Zug, Schweiz SEBA Bank VollzeitRelationship Manager Role at SEBA BankWe are seeking a skilled Relationship Manager to join our team in Zug, Switzerland. As a key player in our organization, you will be responsible for identifying opportunities and developing client portfolios, ensuring adherence to compliance and regulatory guidelines, and providing exceptional client service.Key...
-
Zug, Zug, Schweiz Partners Group VollzeitPartners Group is a leading innovator of client solutions for the Private Wealth segment. The firm has been a pioneer of private markets programs with liquidity features since 2001 and has established long-term relationships with distribution partners across Europe, Asia, and the US. With over USD 30 billion in assets under management today, Partners Group...
-
Blockchain Relationship Specialist
vor 4 Wochen
Zug, Zug, Schweiz SEBA Bank VollzeitRelationship Manager Role at SEBA BankWe are seeking a skilled Relationship Manager to strengthen our team in Zug. In this role, you will be responsible for identifying opportunities and developing the client portfolio, preparing and conducting client onboardings, and ensuring adherence to compliance and legal guidelines.Key Responsibilities:Develop and...
-
Zug, Zug, Schweiz Partners Group VollzeitRole SummaryAs a Client Relationship Professional for Private Wealth Management, you will be an integral part of the Private Wealth Client Solutions team at Partners Group. You will be responsible for building and broadening existing relationships with private wealth distribution channels, primarily in Switzerland.Your key responsibilities will...
-
Relationship Development Specialist
vor 4 Wochen
Zug, Zug, Schweiz SEBA Bank VollzeitAs a Relationship Manager at SEBA Bank, you will play a pivotal role in driving client growth and portfolio expansion. This position offers an exceptional opportunity to leverage your expertise in financial markets, blockchain, and Fintech to deliver valuable insights to clients.Key Responsibilities:Identify opportunities to develop and nurture client...
-
Zug, Zug, Schweiz Partners Group VollzeitPartners Group is a leading innovator of client solutions for the Private Wealth segment. The firm has been a pioneer of private markets programs with liquidity features since 2001 and has established long-term relationships with distribution partners across Europe, Asia, and the US. With over USD 30 billion in assets under management today, Partners Group...
-
Derivatives Relationship Manager
vor 1 Monat
Zug, Zug, Schweiz SEBA Bank VollzeitUnlock Your Potential in the Decentralized Finance WorldAt AMINA Bank, we're revolutionizing the financial services paradigm by harnessing the power of blockchain and cryptocurrency. As a key player in our team, you'll have the opportunity to learn about financial markets, blockchain, and Fintech, and contribute to the growth of our crypto derivatives...
-
Client Portfolio Growth Specialist
vor 2 Wochen
Zug, Zug, Schweiz SEBA Bank VollzeitRelationship Manager Role at SEBA BankWe are seeking a skilled Relationship Manager to strengthen our team in Zug. In this role, you will be responsible for the growth of a client portfolio through client-centric servicing and identifying opportunities to develop the portfolio.Key Responsibilities:Prepare and conduct client onboardings, including KYC, due...
-
Relationship Manager HNWI Schweiz
vor 2 Monaten
Zug, Zug, Schweiz kessler gmbh VollzeitAufgaben Sie übernehmen ein etabliertes Kundenportfolio, um die entsprechende anspruchsvolle HNWI-Kundschaft bestehend aus Unternehmern kompetent zu beraten und betreuen Sie repräsentieren die Bank an Kundenanlässen und anderen Veranstaltungen Der aktive Geschäftsausbau und die Proaktive Suche nach neuen Geschäftsmöglichkeiten durch Identifizierung...
-
Strategic Portfolio Manager
Vor 4 Tagen
Zug, Zug, Schweiz Mevelin AG VollzeitAbout the RoleWe are seeking a highly experienced Strategic Portfolio Manager to join our team at Mevelin AG, an innovative Asset Management Company based in Zug, Switzerland.The ideal candidate will have a strong background in client relationship management, with a comprehensive understanding of financial products and a proven track record of providing...
-
Strategic Client Partner
vor 2 Wochen
Zug, Zug, Schweiz Mevelin AG VollzeitKey Responsibilities:We are seeking an experienced Client Advisor to join our team at Mevelin AG. As a key member of our client service team, you will be responsible for building and maintaining strong relationships with our clients, understanding their financial needs, and recommending tailored investment strategies to support their goals.Key Tasks:Develop...
-
Kundenberater HNWI Schweiz
vor 3 Wochen
Zug, Zug, Schweiz kessler gmbh VollzeitBerufliche Herausforderungen:Als Relationship Manager HNWI Schweiz übernehmen Sie ein etabliertes Kundenportfolio und beraten und betreuen Sie die entsprechende anspruchsvolle HNWI-Kundschaft bestehend aus Unternehmern. Sie repräsentieren die Bank an Kundenanlässen und anderen Veranstaltungen und sind für den aktiven Geschäftsausbau und die Proaktive...
-
Procurement Director
vor 2 Wochen
Zug, Zug, Schweiz Randstad - Medium prio VollzeitRandstad - Medium prio is seeking a highly skilled Procurement Director to support our clients in Zug. This role will be measured based on total value creation: financial performance, quality, service, and compliance adherence.Key Responsibilities:Drive the procurement vision by shaping supplier solutions that transform healthcareSourcing: Execute category...
-
Global Account Manager
vor 4 Wochen
Zug, Zug, Schweiz SHL Group VollzeitJob OverviewThe Global Account Manager will be responsible for fostering and maintaining strong relationships with existing SHL Medical customers. This involves understanding their needs and expectations, ensuring their satisfaction with our products and services, and acting as the primary point of contact for all customer-related matters.Main...
-
Global Account Manager
vor 1 Monat
Zug, Zug, Schweiz SHL Group VollzeitJob OverviewThe Global Account Manager is responsible for building and maintaining strong relationships with existing SHL Medical customers. Understanding their needs and expectations and ensuring their satisfaction with our products and services. After the development agreement is signed, you will be the customers' main point of contact and will be...
-
Financial Manager
vor 1 Monat
Zug, Zug, Schweiz Lexius Search VollzeitJob DescriptionWe are seeking a highly skilled Financial Manager to join our team at Lexius Search. The ideal candidate will have a strong background in accounting and financial management, with a focus on providing exceptional service to our clients.Key ResponsibilitiesManage client accounting and financial statementsPrepare and review financial reports and...
-
Chief Client Officer Swiss Crypto Pioneer
vor 4 Wochen
Zug, Zug, Schweiz Kessler Gmbh VollzeitJob DescriptionOur client is a Swiss crypto-native pioneer and trusted gateway to crypto asset investing.Key Responsibilities:Manage the Client Management department consisting of Corporate & Institutional, EAM & Family Offices, UHNW & HNW, Affluent & Private segmentsDrive global business growth, including client acquisitions and portfolio managementPlan and...
-
Berufliche Karrierechance im Finanzsektor
vor 2 Wochen
Zug, Zug, Schweiz Zugerberg Finanz AG VollzeitJobbeschreibungWir suchen eine engagierte Person, die sich für den Finanzsektor begeistert und ein passioniertes Mitglied unseres Teams werden möchte. Als Client Services Mitarbeiter/innen sind Sie Teil unseres Erfolgsteams und tragen dazu bei, dass unsere Kunden zufrieden sind.Ihre AufgabenUnterstützung der Relationship Manager bei der täglichen...
-
Senior Financial Reporting Manager
vor 3 Wochen
Zug, Zug, Schweiz Partners Group VollzeitAbout the RoleWe are seeking an experienced professional to lead our Expense Transparency team at Partners Group. The team is responsible for client and regulatory reporting related to fees and expenses of our products and investment structures, and also provides input for fundraising efforts.Key ResponsibilitiesLead and manage the Expense Transparency...